Strategic Financial Planning Lead

HM Revenue & Customs; Newcastle upon Tyne; On-site; GBP 60,000 - 80,000; Full time

Job summary

A government agency in the UK is seeking a Strategic Financial Planning Lead in Newcastle upon Tyne. This mid-senior level position requires expertise in strategic financial planning, team leadership, and financial data analysis. You will lead financial planning processes and contribute to digital transformation initiatives. The role offers the opportunity to impact the agency's future through strategic financial excellence and collaboration with cross-functional teams.

Qualifications

• Demonstrated experience in financial planning or analysis.
• Ability to present complex financial concepts clearly.
• Exceptional leadership capabilities in complex environments.

Responsibilities

• Lead the annual business planning process.
• Provide financial insights to support decision making.
• Serve as a subject-matter expert for financial domains.
• Maintain relationships with finance colleagues.
• Manage rolling five-year financial planning.

Skills

Strategic financial planning

Team leadership

Financial data analysis

Stakeholder management

Problem-solving

Process improvement

Tools

Automation tools

Job description

Strategic Financial Planning Lead

HM Revenue & Customs

The Strategic Financial Planning Lead is responsible for driving strategic financial excellence and business planning across our digital transformation portfolio. This role combines strategic thinking with operational delivery, requiring an individual who can lead complex financial planning processes while developing a high‑performing team.

You will be accountable for our five‑year financial planning horizon and leading innovative automation initiatives. The position demands strong partnership working with Financial Shared Platform teams and requires expertise in spending review processes.

You will influence technology, commercial, contractual, and workforce strategies whilst managing interdependencies, risks, and opportunities. This role offers the opportunity to shape HMRC’s digital future through strategic financial leadership, working with cutting‑edge technology and contributing to transformative programmes that serve the nation.

The successful candidate will demonstrate rigorous integration and challenge of financial data, exceptional leadership capabilities, and the ability to translate complex financial concepts into actionable business strategies that align with organisational objectives.

Key Responsibilities

• Lead the annual business planning process, incorporating technology, commercial, and workforce strategies.
• Provide financial insights and recommendations to support strategic decision making.
• Serve as a subject‑matter expert for specific financial domains.
• Maintain strong collaborative relationships with central finance colleagues and Finance Business Partners.
• Manage rolling five‑year financial planning.
• Exhibit excellent problem‑solving skills.
• Leverage strategic financial planning and business planning leadership experience.
• Present complex financial data clearly to support decision making.
• Lead and develop teams in complex organisational environments.
• Employ strong partnership and stakeholder management capabilities.
• Apply experience in similar financial planning or analysis roles.
• Understand technology and digital transformation financial planning.
• Use automation tools and process improvement methodologies.
• Navigate spending review processes and strategic financial analysis.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Finance

Industry

Government Administration and Government Relations Services

Location

Newcastle Upon Tyne, England, United Kingdom